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Summary: Before going independent, financial advisors should make sure make that they know the fine points of the compliance rules and regulations that they will encounter.
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Summary: The promise of a seamless technology integration in which advisers get up to speed quickly and use all of the software programs and data available to them with ease isn't a reality at most advisory firms. Not yet, at least.
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Summary: Content marketing is defined as “any marketing that involves the creation and sharing of media and publishing content in order to acquire and retain customers.” For financial advisors, it can be a one of the most effective way to differentiate your firm and tell your story.
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Summary: So many advisors find themselves at a tipping point when they question whether their current firm is still the right “fit” for their careers, clients and lives. This self-reflection can be a daunting exercise — often spurred by an excess of frustration over inefficient processes, cultural changes within the organization, or even concern over their own legacy.
Added on June 2015 in M&A Issues
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Summary: Evaluating and buying into a financial-advice practice calls for basics like proper accounting and getting a sense of the firm’s prospects over time, according to Nerd’s Eye View. But crucially, success in this realm also calls for having the guts to abandon deals that aren’t right in every last respect, the blog adds.
